Arnerich Massena & Associates
Industry: Company
DescriptionFounded: 1991 Subsidiary: Arnerich Massena, Inc., Asset Management Arm
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Arnerich Massena & Associates Employees
Employee
Years
Job
Industry
Kim Arden Kim Arden's Arnerich Massena & Associates Experience 1994 - 1996
Job CSR and Financial Expert Optimizing Social and Business Impact
Industry Philanthropy
Experience
Encore.org July 2015 - Present
Footsteps Missions September 2010 - Present
Appirio April 2010 - February 2014
Ameriprise Financial 1996 - 2007
Arnerich Massena & Associates 1994 - 1996
Portland General Electric Company 1980 - 1993
Skills
Leadership, Program Management, Nonprofits, Project Planning, Entrepreneurship, Program Development, Community Engagement, Strategy, Salesforce.com, Budgets, Corporate Social..., Project Management, Community Outreach, Team Building, Management, Strategic Communications, Employee Engagement, Consulting, Superior Client Service, Start-ups, Training
Education
Santa Clara University
Graduate Studies in Psychology
University of Oregon
BS, Finance - With Honors
Encore.org July 2015 - Present
Footsteps Missions September 2010 - Present
Appirio April 2010 - February 2014
Ameriprise Financial 1996 - 2007
Arnerich Massena & Associates 1994 - 1996
Portland General Electric Company 1980 - 1993
Skills
Leadership, Program Management, Nonprofits, Project Planning, Entrepreneurship, Program Development, Community Engagement, Strategy, Salesforce.com, Budgets, Corporate Social..., Project Management, Community Outreach, Team Building, Management, Strategic Communications, Employee Engagement, Consulting, Superior Client Service, Start-ups, Training
Education
Santa Clara University
Graduate Studies in Psychology
University of Oregon
BS, Finance - With Honors
Jeffrey S Ross Jeffrey S Ross's Arnerich Massena & Associates Experience July 1992 - December 1999
Job Spinmeister and Serial Punster Music business specialist for the 21st Century
Industry Entertainment
Experience
2 Jeffs on Music June 2012 - Present
London Tone Music February 2013 - Present
Music Works Northwest October 2012 - Present
High Tech Music January 1981 - Present
Emerald City Sales January 2005 - September 2012
SeaVan Health & Beauty June 2002 - December 2004
Arnerich Massena & Associates July 1992 - December 1999
Jeffrey Ross Music 1978 - January 1991
Skills
Music Publishing, Public Speaking, Public Relations, Licensing, Fundraising, Video & Film Production, Concert Promotion &..., Entertainment Marketing, Advertising, Merchandise development..., Event Planning and..., Music Production, Sponsorship & Product..., Non-profit Leadership, Musical Artist..., Talent Booking, Entertainment, Music, Event Planning, Marketing, Musical Theatre, Nonprofits, Songwriting, Music Licensing, Social Media Marketing, Music Education, Video, Music Industry, Musicians, Creative Direction, Guitar, Newsletters, Rock, Songs, Singing, Studio Recording, Composition, Piano, Film Production, Recording
Education
University of Oregon
BS, Political Science
2 Jeffs on Music June 2012 - Present
London Tone Music February 2013 - Present
Music Works Northwest October 2012 - Present
High Tech Music January 1981 - Present
Emerald City Sales January 2005 - September 2012
SeaVan Health & Beauty June 2002 - December 2004
Arnerich Massena & Associates July 1992 - December 1999
Jeffrey Ross Music 1978 - January 1991
Skills
Music Publishing, Public Speaking, Public Relations, Licensing, Fundraising, Video & Film Production, Concert Promotion &..., Entertainment Marketing, Advertising, Merchandise development..., Event Planning and..., Music Production, Sponsorship & Product..., Non-profit Leadership, Musical Artist..., Talent Booking, Entertainment, Music, Event Planning, Marketing, Musical Theatre, Nonprofits, Songwriting, Music Licensing, Social Media Marketing, Music Education, Video, Music Industry, Musicians, Creative Direction, Guitar, Newsletters, Rock, Songs, Singing, Studio Recording, Composition, Piano, Film Production, Recording
Education
University of Oregon
BS, Political Science
Lisa Massena, CFA Lisa Massena, CFA's Arnerich Massena & Associates Experience 1991 - 1999
Job Financial Services Leader | Investment and Analytics Consulting | Defined Contribution Strategy | Fresh Thinking
Industry Financial Services
Experience
State of Oregon September 2015 - Present
Old North Foundation of Boston 2014 - Present
Lambert Massena, LLC March 2015 - September 2015
State Street 2001 - 2015
mPower 2000 - 2001
Arnerich Massena & Associates 1991 - 1999
Dain Bosworth 1986 - 1991
Boettcher & Company 1985 - 1986
Skills
Financial Services, Investments, Investment Advisory, Mutual Funds, Alternative Investments, Asset Management, Asset Allocation, Equities, Derivatives, Relationship Management, Securities, Fixed Income, Strategy, Investment Management, Attribution, Portfolio Management, Financial Risk, Performance Measurement, Product Management, Investment Strategies, Institutional, Retirement, Retirement Planning, Financial Advisory, Analytics, Hedge Funds, 401k, Institutional..., ETFs, Global Custody, Fund Of Funds, Defined Contribution, Defined Benefit, Institutional Investors, Investment Analytics
Education
Harvard Business School 2012 — 2012
Executive Education, Organizational Leadership
Portland State University 1985 — 1989
BA, Business Administration
Walla Walla University 1980 — 1983
Course of Study: Bachelor of Arts (BA), Business Administration and Management, General
State of Oregon September 2015 - Present
Old North Foundation of Boston 2014 - Present
Lambert Massena, LLC March 2015 - September 2015
State Street 2001 - 2015
mPower 2000 - 2001
Arnerich Massena & Associates 1991 - 1999
Dain Bosworth 1986 - 1991
Boettcher & Company 1985 - 1986
Skills
Financial Services, Investments, Investment Advisory, Mutual Funds, Alternative Investments, Asset Management, Asset Allocation, Equities, Derivatives, Relationship Management, Securities, Fixed Income, Strategy, Investment Management, Attribution, Portfolio Management, Financial Risk, Performance Measurement, Product Management, Investment Strategies, Institutional, Retirement, Retirement Planning, Financial Advisory, Analytics, Hedge Funds, 401k, Institutional..., ETFs, Global Custody, Fund Of Funds, Defined Contribution, Defined Benefit, Institutional Investors, Investment Analytics
Education
Harvard Business School 2012 — 2012
Executive Education, Organizational Leadership
Portland State University 1985 — 1989
BA, Business Administration
Walla Walla University 1980 — 1983
Course of Study: Bachelor of Arts (BA), Business Administration and Management, General
Carolyn Pile Carolyn Pile's Arnerich Massena & Associates Experience February 1999 - December 1999
Job Portfolio Manager at Highland
Industry Investment Management
Experience
Highland July 2013 - Present
Pacific Portfolio March 2012 - July 2013
Mercer July 2010 - February 2012
Rigel Capital August 2006 - May 2010
Ferguson Wellman Capital Management February 2002 - May 2004
Prudential Securities January 2000 - February 2002
Arnerich Massena & Associates February 1999 - December 1999
Skills
Equities, Fixed Income, Portfolio Management, Investments, Asset Allocation, Valuation, Bloomberg, Securities, Investment Management, Due Diligence, Trading, Investment Strategies, Asset Managment, Wealth Management, Alternative Investments, Mutual Funds, Investment Advisory, Series 7, Hedge Funds, Financial Analysis, Factset, WONDA, eVestment, Barra Aegis, Series 63, 401k, Equity Research
Education
University of California, Irvine 2004 — 2006
Master of Business Administration, Finance
University of Oregon 1993 — 1997
Bachelor of Arts, Psychology
Highland July 2013 - Present
Pacific Portfolio March 2012 - July 2013
Mercer July 2010 - February 2012
Rigel Capital August 2006 - May 2010
Ferguson Wellman Capital Management February 2002 - May 2004
Prudential Securities January 2000 - February 2002
Arnerich Massena & Associates February 1999 - December 1999
Skills
Equities, Fixed Income, Portfolio Management, Investments, Asset Allocation, Valuation, Bloomberg, Securities, Investment Management, Due Diligence, Trading, Investment Strategies, Asset Managment, Wealth Management, Alternative Investments, Mutual Funds, Investment Advisory, Series 7, Hedge Funds, Financial Analysis, Factset, WONDA, eVestment, Barra Aegis, Series 63, 401k, Equity Research
Education
University of California, Irvine 2004 — 2006
Master of Business Administration, Finance
University of Oregon 1993 — 1997
Bachelor of Arts, Psychology
Christopher Abbruzzese Christopher Abbruzzese's Arnerich Massena & Associates Experience January 2009 - November 2011
Job Cofounder, CIO at Rain Capital Management
Industry Investment Management
Experience
Rain Capital Management November 2011 - Present
Arnerich Massena & Associates January 2009 - November 2011
JP Morgan Chase June 2008 - December 2008
Bear Stearns & Co. 1995 - May 2008
Education
Columbia University in the City of New York 1993 — 1995
Master of International Affairs, International Finance
Lewis and Clark College 1989 — 1993
BA, International Affairs, Latin American Literature
Crescent Valley 1986 — 1989
Rain Capital Management November 2011 - Present
Arnerich Massena & Associates January 2009 - November 2011
JP Morgan Chase June 2008 - December 2008
Bear Stearns & Co. 1995 - May 2008
Education
Columbia University in the City of New York 1993 — 1995
Master of International Affairs, International Finance
Lewis and Clark College 1989 — 1993
BA, International Affairs, Latin American Literature
Crescent Valley 1986 — 1989
Margie Lane, MBA Margie Lane, MBA's Arnerich Massena & Associates Experience 1992 - 1994
Job Assistant Director Retirement Marketing at Symetra
Industry Financial Services
Experience
Symetra May 2014 - Present
Independent Contractor August 2013 - May 2014
Rainier Investment Management February 2005 - May 2013
BNY Mellon (formerly Russell/Mellon Analytical Services) January 2000 - February 2005
Russell Investment Group January 1996 - January 2000
Rainier Investment Management 1994 - 1996
Arnerich Massena & Associates 1992 - 1994
Skills
Business Development, SharePoint, Cross-functional Team..., Strategy, Financial Services, Integrated Marketing, Marketing Communications, Marketing, Mutual Funds, Team Management, Investment Management, Market Research, Email Marketing, Social Media Marketing, Department Budgeting, Relationship Management, Building Relationships, CRM
Education
Seattle University 1992 — 1994
MBA, Finance
Michigan State University 1985 — 1990
BA, Business Administration
East Lansing 1980 — 1985
Symetra May 2014 - Present
Independent Contractor August 2013 - May 2014
Rainier Investment Management February 2005 - May 2013
BNY Mellon (formerly Russell/Mellon Analytical Services) January 2000 - February 2005
Russell Investment Group January 1996 - January 2000
Rainier Investment Management 1994 - 1996
Arnerich Massena & Associates 1992 - 1994
Skills
Business Development, SharePoint, Cross-functional Team..., Strategy, Financial Services, Integrated Marketing, Marketing Communications, Marketing, Mutual Funds, Team Management, Investment Management, Market Research, Email Marketing, Social Media Marketing, Department Budgeting, Relationship Management, Building Relationships, CRM
Education
Seattle University 1992 — 1994
MBA, Finance
Michigan State University 1985 — 1990
BA, Business Administration
East Lansing 1980 — 1985
Allaire Rosenthal, CSFS Allaire Rosenthal, CSFS's Arnerich Massena & Associates Experience 2006 - 2008
Job Account Manager, First Choice Health
Industry Hospital & Health Care
Experience
First Choice Health August 2010 - Present
TUV RHEINLAND OF NORTH AMERICA 2008 - 2010
Arnerich Massena & Associates 2006 - 2008
Gartmore Morley Financial 2003 - 2006
Russell Investments 2001 - 2003
Skills
Strategic Planning, Customer Service, Account Management, Project Management, Team Building, New Business Development, Sales, Process Improvement, Recruiting, Marketing, Sales Management, Marketing Strategy, Contract Negotiation, Cross-functional Team..., Leadership, Budgets, Healthcare, Training, Insurance, Management, Program Management
Education
University of Puget Sound 1997 — 2001
BA
First Choice Health August 2010 - Present
TUV RHEINLAND OF NORTH AMERICA 2008 - 2010
Arnerich Massena & Associates 2006 - 2008
Gartmore Morley Financial 2003 - 2006
Russell Investments 2001 - 2003
Skills
Strategic Planning, Customer Service, Account Management, Project Management, Team Building, New Business Development, Sales, Process Improvement, Recruiting, Marketing, Sales Management, Marketing Strategy, Contract Negotiation, Cross-functional Team..., Leadership, Budgets, Healthcare, Training, Insurance, Management, Program Management
Education
University of Puget Sound 1997 — 2001
BA
David Michaelis's Arnerich Massena & Associates Experience May 2006 - Present
Job IT Technician at Arnerich Massena & Associates
Industry Information Technology and Services
Experience
Arnerich Massena & Associates May 2006 - Present
Catlin Gabel School May 2007 - March 2010
Infospace August 2004 - August 2006
World Maccabi games 2005 - 2005
Mercer Island Girls Basketball June 2003 - March 2004
Skills
Troubleshooting, Desktop Support, Security, Hardware, Problem Solving, Windows Server, VMware, Microsoft Office, Coaching, Technical Support, System Administration, Windows, Active Directory, Networking, Windows 7, Microsoft SQL Server, System Deployment, DNS, Computer Security, Virtualization, Disaster Recovery, SAN, Microsoft Exchange, XP, Storage Area Networks, Outlook, Servers, Network Administration, VPN, OS X, Software Documentation, TCP/IP, Windows XP
Education
Oregon Institute of Technology 2002 — 2004
BS, Psychology
Linn Benton Community College 2000 — 2002
AA, AA
Western Oregon University 1999 — 2000
Arnerich Massena & Associates May 2006 - Present
Catlin Gabel School May 2007 - March 2010
Infospace August 2004 - August 2006
World Maccabi games 2005 - 2005
Mercer Island Girls Basketball June 2003 - March 2004
Skills
Troubleshooting, Desktop Support, Security, Hardware, Problem Solving, Windows Server, VMware, Microsoft Office, Coaching, Technical Support, System Administration, Windows, Active Directory, Networking, Windows 7, Microsoft SQL Server, System Deployment, DNS, Computer Security, Virtualization, Disaster Recovery, SAN, Microsoft Exchange, XP, Storage Area Networks, Outlook, Servers, Network Administration, VPN, OS X, Software Documentation, TCP/IP, Windows XP
Education
Oregon Institute of Technology 2002 — 2004
BS, Psychology
Linn Benton Community College 2000 — 2002
AA, AA
Western Oregon University 1999 — 2000
Jon Finney, CAIA Jon Finney, CAIA's Arnerich Massena & Associates Experience June 2001 - April 2008
Job Director at CTC | myCFO
Industry Financial Services
Experience
CTCmyCFO May 2008 - Present
Arnerich Massena & Associates June 2001 - April 2008
Balzhiser & Hubbard Engineers September 1999 - May 2001
BKF Engineers December 1997 - August 1999
Skills
Alternative Investments, Hedge Funds, Private Equity, Equity Research, Fixed Income, Impact Investing, Board of Director..., Portfolio Management, Venture Capital, Investments, Corporate Development, Equities, Board of Directors, Investment Strategies, Asset Management, Investment Management, Bloomberg, Asset Allocation
Education
University of California, Davis
BS, Engineering
CTCmyCFO May 2008 - Present
Arnerich Massena & Associates June 2001 - April 2008
Balzhiser & Hubbard Engineers September 1999 - May 2001
BKF Engineers December 1997 - August 1999
Skills
Alternative Investments, Hedge Funds, Private Equity, Equity Research, Fixed Income, Impact Investing, Board of Director..., Portfolio Management, Venture Capital, Investments, Corporate Development, Equities, Board of Directors, Investment Strategies, Asset Management, Investment Management, Bloomberg, Asset Allocation
Education
University of California, Davis
BS, Engineering
Jessica Richey, CFP®'s Arnerich Massena & Associates Experience June 2009 - December 2009
Job Portfolio Manager at Vista Capital Partners
Industry Financial Services
Experience
Vista Capital Partners November 2012 - Present
Vista Capital Partners June 2011 - December 2012
Fisher Investments March 2011 - June 2011
Fisher Investments December 2009 - March 2011
Arnerich Massena & Associates June 2009 - December 2009
Headwater Investment Consulting, Inc. June 2008 - May 2009
Skills
Strategic Financial..., Portfolio Management, Retirement Planning, Investments, Asset Allocation, Wealth Management, Asset Management, Mutual Funds, Investment Management, Financial Analysis, Investment Strategies, Financial Modeling, Investment Advisory, College Education...
Education
The American College 2011 — 2013
CFP® Certification Curriculum, Financial Planning
Linfield College 2005 — 2009
Bachelor of Arts, Finance, 3.7 GPA
Universidad de Granada 2008 — 2008
El Centro de Las Lenguas Modernas
Vista Capital Partners November 2012 - Present
Vista Capital Partners June 2011 - December 2012
Fisher Investments March 2011 - June 2011
Fisher Investments December 2009 - March 2011
Arnerich Massena & Associates June 2009 - December 2009
Headwater Investment Consulting, Inc. June 2008 - May 2009
Skills
Strategic Financial..., Portfolio Management, Retirement Planning, Investments, Asset Allocation, Wealth Management, Asset Management, Mutual Funds, Investment Management, Financial Analysis, Investment Strategies, Financial Modeling, Investment Advisory, College Education...
Education
The American College 2011 — 2013
CFP® Certification Curriculum, Financial Planning
Linfield College 2005 — 2009
Bachelor of Arts, Finance, 3.7 GPA
Universidad de Granada 2008 — 2008
El Centro de Las Lenguas Modernas
Catherine Vouvray's Arnerich Massena & Associates Experience April 2003 - April 2005
Job Middle School Teacher at Austin Waldorf School
Industry Primary/Secondary Education
Experience
Austin Waldorf School July 2014 - Present
Austin Waldorf School August 2012 - June 2014
Austin Waldorf School August 2011 - May 2012
American Dryer Corporation March 2007 - June 2009
acatherinevouvray.com January 2006 - February 2007
Northwest Capital Management May 2005 - December 2005
Arnerich Massena & Associates April 2003 - April 2005
Skills
Marketing Communications, Event Planning, Product Marketing, Press Releases, Marketing, Advertising, Newsletters, Project Management, Product Development, Public Relations, Internal Communications, Web Content, Web Design, Public Speaking
Education
Antioch New England Graduate School, Antioch University 2011 — 2013
Masters of Education, Education
The University of Texas at Austin 1988 — 1992
BA, French/English
Austin Waldorf School July 2014 - Present
Austin Waldorf School August 2012 - June 2014
Austin Waldorf School August 2011 - May 2012
American Dryer Corporation March 2007 - June 2009
acatherinevouvray.com January 2006 - February 2007
Northwest Capital Management May 2005 - December 2005
Arnerich Massena & Associates April 2003 - April 2005
Skills
Marketing Communications, Event Planning, Product Marketing, Press Releases, Marketing, Advertising, Newsletters, Project Management, Product Development, Public Relations, Internal Communications, Web Content, Web Design, Public Speaking
Education
Antioch New England Graduate School, Antioch University 2011 — 2013
Masters of Education, Education
The University of Texas at Austin 1988 — 1992
BA, French/English
Kristi Crawford's Arnerich Massena & Associates Experience February 2001 - June 2004
Job
Industry Banking
Experience
Sunwest Bank May 2014 - Present
Home Federal Bank April 2013 - May 2014
Verdi Wealth Planning January 2013 - April 2013
Zions Wealth Advisors May 2012 - January 2013
Mountain West Bank April 2010 - May 2012
Mountain West Bank December 2004 - April 2010
Arnerich Massena & Associates February 2001 - June 2004
Brown/Armstrong January 2000 - February 2001
Skills
Financial Analysis, Loans, Investments, Commercial Lending, Portfolio Management, Marketing, Small Business Lending, Program Management, Commercial Banking, Underwriting, Asset Allocation, Lines Of Credit, Retail Banking, Credit Analysis, Banking, Coaching, Consumer Lending, Strategic Planning, Public Speaking
Education
Leadership Boise 2006 — 2008
Seattle Pacific University
Bachelor of Arts (BA)
Sunwest Bank May 2014 - Present
Home Federal Bank April 2013 - May 2014
Verdi Wealth Planning January 2013 - April 2013
Zions Wealth Advisors May 2012 - January 2013
Mountain West Bank April 2010 - May 2012
Mountain West Bank December 2004 - April 2010
Arnerich Massena & Associates February 2001 - June 2004
Brown/Armstrong January 2000 - February 2001
Skills
Financial Analysis, Loans, Investments, Commercial Lending, Portfolio Management, Marketing, Small Business Lending, Program Management, Commercial Banking, Underwriting, Asset Allocation, Lines Of Credit, Retail Banking, Credit Analysis, Banking, Coaching, Consumer Lending, Strategic Planning, Public Speaking
Education
Leadership Boise 2006 — 2008
Seattle Pacific University
Bachelor of Arts (BA)
Amy Barnwell's Arnerich Massena & Associates Experience February 2004 - June 2007
Job Provider Configuration Specialist Lead at CareOregon
Industry Financial Services
Experience
CareOregon June 2011 - Present
CareOregon November 2009 - June 2011
M Financial Group June 2007 - November 2009
Arnerich Massena & Associates February 2004 - June 2007
Cmedia June 2001 - February 2004
Elvis & Bonaparte Advertising October 2000 - June 2001
RV Kuhns & Associates June 1998 - October 2000
Education
Portland State University 2000 — 2004
Bachelor, English
CareOregon June 2011 - Present
CareOregon November 2009 - June 2011
M Financial Group June 2007 - November 2009
Arnerich Massena & Associates February 2004 - June 2007
Cmedia June 2001 - February 2004
Elvis & Bonaparte Advertising October 2000 - June 2001
RV Kuhns & Associates June 1998 - October 2000
Education
Portland State University 2000 — 2004
Bachelor, English
Suzanne Krenz's Arnerich Massena & Associates Experience 1995 - Present
Job Director Marketing at National Life Group
Industry Financial Services
Experience
National Life Group September 2011 - Present
Arnerich Massena & Associates 1995 - Present
LHC Group 2010 - 2011
PEAK Consulting August 2010 - September 2010
MidSouth Bank 2007 - 2010
AIG VALIC 2004 - 2007
Charles Schwab 1997 - 2004
Skills
Marketing Strategy, Strategy, Competitive Analysis, Strategic Planning, Product Marketing, Marketing, Analytics, Management, Leadership, Product Management, Market Research, Advertising, Program Management, Marketing Communications, Insurance, Brand Management, Investments, Integrated Marketing, Financial Services, Sales, Change Management, Mergers & Acquisitions, CRM, Business Development, Strategic Partnerships, Business Planning
Education
University of California, Riverside 1980 — 1984
BS, Economics
National Life Group September 2011 - Present
Arnerich Massena & Associates 1995 - Present
LHC Group 2010 - 2011
PEAK Consulting August 2010 - September 2010
MidSouth Bank 2007 - 2010
AIG VALIC 2004 - 2007
Charles Schwab 1997 - 2004
Skills
Marketing Strategy, Strategy, Competitive Analysis, Strategic Planning, Product Marketing, Marketing, Analytics, Management, Leadership, Product Management, Market Research, Advertising, Program Management, Marketing Communications, Insurance, Brand Management, Investments, Integrated Marketing, Financial Services, Sales, Change Management, Mergers & Acquisitions, CRM, Business Development, Strategic Partnerships, Business Planning
Education
University of California, Riverside 1980 — 1984
BS, Economics
Susan Moriyama's Arnerich Massena & Associates Experience August 1996 - Present
Job Senior Performance Measurement Analyst at Arnerich Massena, Inc.
Industry Investment Management
Experience
Arnerich Massena & Associates August 1996 - Present
Skills
Hedge Funds, Alternative Investments, Equities, Investments, Fixed Income, Mutual Funds, Investment Management, Asset Management, Asset Allocation, Bloomberg, Securities, Private Equity, Portfolio Management
Education
Georgetown University 1987 — 1991
BSLA, Japanese, Business
Sophia University 1989 — 1990
Kent State University 1986 — 1986
Arnerich Massena & Associates August 1996 - Present
Skills
Hedge Funds, Alternative Investments, Equities, Investments, Fixed Income, Mutual Funds, Investment Management, Asset Management, Asset Allocation, Bloomberg, Securities, Private Equity, Portfolio Management
Education
Georgetown University 1987 — 1991
BSLA, Japanese, Business
Sophia University 1989 — 1990
Kent State University 1986 — 1986
Paul Vincent Galindo's Arnerich Massena & Associates Experience July 2006 - March 2014
Job Senior Consultant at Hyas Group
Industry Investment Management
Experience
Hyas Group March 2014 - Present
Arnerich Massena & Associates July 2006 - March 2014
Arnerich Massena, Inc 2004 - 2010
Thomas Weisel Partners 1998 - 2001
Skills
Series 7, Pensions, Retirement Planning, Investments, Due Diligence, Retirement, 401k, Asset Management, Mutual Funds, Investment Advisory, Financial Planning, Investment Management, Asset Allocation, Hedge Funds, Investment Strategies, Wealth Management, Alternative Investments, Equities, Securities
Education
UC Berkeley 1992 — 1995
Political Science and Government
University of California, Berkeley 1992 — 1995
BA, Political Science and Government
WHS 1984 — 1988
Hyas Group March 2014 - Present
Arnerich Massena & Associates July 2006 - March 2014
Arnerich Massena, Inc 2004 - 2010
Thomas Weisel Partners 1998 - 2001
Skills
Series 7, Pensions, Retirement Planning, Investments, Due Diligence, Retirement, 401k, Asset Management, Mutual Funds, Investment Advisory, Financial Planning, Investment Management, Asset Allocation, Hedge Funds, Investment Strategies, Wealth Management, Alternative Investments, Equities, Securities
Education
UC Berkeley 1992 — 1995
Political Science and Government
University of California, Berkeley 1992 — 1995
BA, Political Science and Government
WHS 1984 — 1988
Colin Jacobs's Arnerich Massena & Associates Experience April 2007 - December 2011
Job Director of International Sales at 7Nation
Industry Financial Services
Experience
7-Nation December 2012 - Present
7-Nation January 2012 - Present
Arnerich Massena & Associates April 2007 - December 2011
Skills
Strategic Planning, Asset Allocation, Financial Analysis, Marketing Strategy, Forecasting, Marketing, Financial Modeling, Management, Portfolio Management
Education
Portland State University 2013 — 2015
Master of Business Administration (MBA), Finance, General
University of Oregon - Charles H. Lundquist College of Business 2002 — 2006
BS, Business Administration/Finance
7-Nation December 2012 - Present
7-Nation January 2012 - Present
Arnerich Massena & Associates April 2007 - December 2011
Skills
Strategic Planning, Asset Allocation, Financial Analysis, Marketing Strategy, Forecasting, Marketing, Financial Modeling, Management, Portfolio Management
Education
Portland State University 2013 — 2015
Master of Business Administration (MBA), Finance, General
University of Oregon - Charles H. Lundquist College of Business 2002 — 2006
BS, Business Administration/Finance
Benjamin Lanier's Arnerich Massena & Associates Experience May 2009 - December 2009
Job Lanier Construction Co., Inc.
Industry Construction
Experience
Lanier Construction Company January 2010 - Present
Arnerich Massena & Associates May 2009 - December 2009
Skills
Microsoft Excel, Budgets, Investments, Customer Service, Strategic Planning, Microsoft Office, Project Management, Management, Leadership, Microsoft Word, Analysis
Education
Fayetteville State University 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Concordia University-Portland 2008 — 2010
Business Adminstration, Finance
Lanier Construction Company January 2010 - Present
Arnerich Massena & Associates May 2009 - December 2009
Skills
Microsoft Excel, Budgets, Investments, Customer Service, Strategic Planning, Microsoft Office, Project Management, Management, Leadership, Microsoft Word, Analysis
Education
Fayetteville State University 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Concordia University-Portland 2008 — 2010
Business Adminstration, Finance
Brent Petty's Arnerich Massena & Associates Experience March 2003 - June 2005
Job President of Advisory Services at Heintzberger | Payne Advisors
Industry Financial Services
Experience
Heintzberger Payne Advisors March 2010 - Present
Heintzberger Payne Advisors June 2005 - March 2010
Arnerich Massena & Associates March 2003 - June 2005
Skills
Certified Financial..., Pensions, Wealth Management..., Portfolio Management, Asset Allocation, Investment Advisory, Investments, Financial Services, Retirement, Asset Management
Education
Northern Arizona University 1991 — 1995
Bachelor of Science, Biology and Chemistry
Heintzberger Payne Advisors March 2010 - Present
Heintzberger Payne Advisors June 2005 - March 2010
Arnerich Massena & Associates March 2003 - June 2005
Skills
Certified Financial..., Pensions, Wealth Management..., Portfolio Management, Asset Allocation, Investment Advisory, Investments, Financial Services, Retirement, Asset Management
Education
Northern Arizona University 1991 — 1995
Bachelor of Science, Biology and Chemistry
Michelle Ruppelt's Arnerich Massena & Associates Experience June 1996 - August 2008
Job Investment Management Compliance Consulting
Industry Financial Services
Experience
Hyas Group, LLC October 2010 - Present
Arnerich Massena & Associates June 1996 - August 2008
Arnerich Massena & Associates, Inc January 1999 - January 2008
Kuhnen Wacker & Partner June 2005 - June 2006
Diehl Glaeser Hiltl & Partner February 2003 - June 2005
Dain Bosworth, Boettcher & Co, Foster & Marshall/American Express January 1981 - January 1991
Education
Oregon State University 1983 — 1983
Physical Education
Portland State University 1979 — 1980
Physical Education
Judson Baptist College 1978 — 1980
General studies
Hyas Group, LLC October 2010 - Present
Arnerich Massena & Associates June 1996 - August 2008
Arnerich Massena & Associates, Inc January 1999 - January 2008
Kuhnen Wacker & Partner June 2005 - June 2006
Diehl Glaeser Hiltl & Partner February 2003 - June 2005
Dain Bosworth, Boettcher & Co, Foster & Marshall/American Express January 1981 - January 1991
Education
Oregon State University 1983 — 1983
Physical Education
Portland State University 1979 — 1980
Physical Education
Judson Baptist College 1978 — 1980
General studies
Gregory Nickel's Arnerich Massena & Associates Experience May 1994 - Present
Job Performance Measurement Analyst at Arnerich Massena Inc
Industry Financial Services
Experience
Arnerich Massena & Associates May 1994 - Present
Kemper Securities May 1990 - May 1994
Skills
Equities, Fixed Income, Hedge Funds, Alternative Investments, Bloomberg, Mutual Funds, Investments, Asset Allocation, Portfolio Management, Asset Management, Financial Modeling, Investment Management, Private Equity, Capital Markets, Securities
Education
The College of Idaho 1983 — 1987
Bachelor of Arts (B.A.), English Literature and Business Administration
Arnerich Massena & Associates May 1994 - Present
Kemper Securities May 1990 - May 1994
Skills
Equities, Fixed Income, Hedge Funds, Alternative Investments, Bloomberg, Mutual Funds, Investments, Asset Allocation, Portfolio Management, Asset Management, Financial Modeling, Investment Management, Private Equity, Capital Markets, Securities
Education
The College of Idaho 1983 — 1987
Bachelor of Arts (B.A.), English Literature and Business Administration
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY